Filer · Institutional
Certus Wealth Management,LLC
CIK 0001989526TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q3 202513F-HR
0001765380-25-000447 · filed 2025-11-07
0
positions
Q2 202513F-HR
0001765380-25-000265 · filed 2025-07-24
56
positions
Q1 202513F-HR
0001765380-25-000223 · filed 2025-05-13
53
positions
Q4 202413F-HR
0001765380-25-000072 · filed 2025-02-11
57
positions
Q3 202413F-HR
0001765380-24-000435 · filed 2024-11-12
51
positions
Q2 202413F-HR
0001765380-24-000261 · filed 2024-08-02
52
positions
Q1 202413F-HR
0001765380-24-000188 · filed 2024-05-06
0
positions
Q4 202313F-HR/A
0001765380-24-000101 · filed 2024-02-13
0
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.